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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

868 hedge funds and large institutions have $6.73B invested in Schwab US Broad Market ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 362 increasing their positions, 318 reducing their positions, and 66 closing their positions.

Holders
868
Holders Change
-20
Holders Change %
-2.25%
% of All Funds
14.68%
Holding in Top 10
111
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.63%
% of All Funds
1.88%
New
57
Increased
362
Reduced
318
Closed
66
Calls
$19.5M
Puts
$3.37M
Net Calls
+$16.1M
Net Calls Change
+$12.3M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.37B
2
AWM
2
AE Wealth Management
Kansas
$28.8M
3
HCM
3
Hengehold Capital Management
Ohio
$103M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$15.2M
5
HWM
5
HB Wealth Management
Georgia
$93.5M

Top Sellers

1
CJFS
1
Coulter & Justus Financial Services
Tennessee
$0
2
BF
2
Brooklyn FI
New York
$1.88M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$142M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
SCM
5
SCS Capital Management
Massachusetts
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
101
TrinityPoint Wealth
Connecticut
$11.6M -$44.8K -3,042 -0.4%
TWM
102
Tanglewood Wealth Management
Texas
$11.5M -$1.78M -120,972 -13%
TWM
103
Tradition Wealth Management
Minnesota
$11.1M +$24.3K +1,650 +0.2%
PCA
104
Personal Capital Advisors
California
$11M +$2.82M +191,601 +34%
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$11M -$904K -61,347 -8%
RWIA
106
Roger Wittlin Investment Advisory
California
$10.9M +$10.9M +740,790 New
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$10.9M -$992K -67,356 -8%
IA
108
IFP Advisors
Florida
$10.8M – – –
GVAG
109
Great Valley Advisor Group
Delaware
$10.7M +$2.75M +186,501 +34%
SF
110
Schaeffer Financial
Maryland
$10.4M -$9.55K -648 -0.1%
SA
111
Shilanski & Associates
Alaska
$10.3M +$581K +39,450 +6%
RC
112
Roundview Capital
New Jersey
$10.3M +$225K +15,279 +2%
SC
113
Savant Capital
Illinois
$10M +$1.73M +117,687 +21%
PCM
114
Passive Capital Management
Maryland
$9.47M +$365K +24,756 +4%
EFG
115
Everhart Financial Group
Ohio
$9.34M +$1.74M +118,098 +23%
KF
116
Krilogy Financial
Missouri
$9.19M -$620K -42,063 -6%
BRWA
117
B. Riley Wealth Advisors
Florida
$8.96M +$213K +14,457 +2%
APW
118
Aurora Private Wealth
New Jersey
$8.74M +$14K +951 +0.2%
OIA
119
OneDigital Investment Advisors
Kansas
$8.71M -$756K -51,333 -8%
RWA
120
Rainsberger Wealth Advisors
Colorado
$8.6M +$154K +10,470 +2%
LW
121
Libra Wealth
California
$8.59M -$22.3M -1,512,369 -72%
AWMG
122
Alliance Wealth Management Group
New Jersey
$8.57M -$223K -15,129 -3%
TCM
123
Towercrest Capital Management
Pennsylvania
$8.57M -$223K -15,129 -3%
FOA
124
Five Oceans Advisors
California
$8.44M +$10.2K +690 +0.1%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$8.41M +$83.8K +5,688 +1%
3 4
5
6 7